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Brookstone Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Brookstone Capital Management’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$871K Buy
14,220
+4,572
+47% +$279K 0.01% 742
2026
Q1 		$526K Sell
9,648
-25,608
-73% -$1.47M 0.01% 857
2025
Q4 		$2.09M Buy
35,256
+2,342
+7% +$138K 0.02% 441
2025
Q3 		$1.89M Buy
32,914
+1,696
+5% +$92.7K 0.02% 462
2025
Q2 		$1.63M Sell
31,218
-12,671
-29% -$603K 0.02% 463
2025
Q1 		$2.02M Sell
43,889
-40,929
-48% -$2.02M 0.03% 405
2024
Q4 		$4.24M Sell
84,818
-6,857
-7% -$338K 0.06% 275
2024
Q3 		$4.36M Buy
91,675
+12,908
+16% +$593K 0.06% 267
2024
Q2 		$3.66M Sell
78,767
-9,336
-11% -$401K 0.06% 280
2024
Q1 		$3.71M Buy
88,103
+8,990
+11% +$362K 0.07% 265
2023
Q4 		$2.98M Buy
79,113
+51,648
+188% +$1.84M 0.06% 268
2023
Q3 		$939K Sell
27,465
-12,705
-32% -$447K 0.02% 438
2023
Q2 		$1.39M Buy
40,170
+510
+1% +$16.6K 0.03% 373
2023
Q1 		$1.25M Buy
39,660
+14,410
+57% +$423K 0.02% 412
2022
Q4 		$701K Sell
25,250
-11,830
-32% -$334K 0.01% 510
2022
Q3 		$988K Buy
37,080
+14,820
+67% +$447K 0.02% 400
2022
Q2 		$664K Sell
22,260
-108,550
-83% -$3.38M 0.01% 507
2022
Q1 		$4.42M Buy
130,810
+12,050
+10% +$414K 0.09% 206
2021
Q4 		$4.28M Buy
118,760
+76,240
+179% +$2.72M 0.07% 192
2021
Q3 		$1.42M Buy
42,520
+4,260
+11% +$144K 0.03% 316
2021
Q2 		$1.28M Sell
38,260
-15,190
-28% -$476K 0.02% 329
2021
Q1 		$1.58M Sell
53,450
-126,720
-70% -$3.69M 0.06% 206
2020
Q4 		$5.14M Buy
180,170
+114,740
+175% +$3.12M 0.2% 93
2020
Q3 		$1.71M Buy
+65,430
New +$1.69M 0.08% 162

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brookstone Capital Management's XLG Position: Q2 2026 in Review

Brookstone Capital Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 47% in Q2 2026, buying an estimated $279K and bringing the position to 14,220 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #742.

Brookstone Capital Management first reported a position in XLG in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.14M in Q4 2020. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Brookstone Capital Management held 14,220 shares of Invesco S&P 500 Top 50 ETF worth $871K as of Q2 2026.
  • Brookstone Capital Management bought 4,572 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $279K.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #742 holding.
  • Brookstone Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and has held it in 24 quarters since.
  • Brookstone Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $5.14M in Q4 2020.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.